walmart and amazon you make about 10% which is pretty good, amazon will continue to grow faster with the second wave of quantum dc, walmart will keep growing steadily, amazon has outsize capex - this is a bit risky but the mkt will absorb - the demand for ai is that great - with rubin tokens are cheaper to produce. the consumer and smb mkt will remain under pressure until dc pull nirvana hits #photonics #quantum psi










